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Flows/Add items to a purchase order: Difference between revisions

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Create version 3.1 supply flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server)
 
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|domain=supply
|domain=supply
|title=Add items to a purchase order
|title=Add items to a purchase order
|summary=Add requested products and quantities to a draft purchase order.
|summary=This flow describes how to add the products you request to a purchase order in Care. Each item records one product and the quantity you request.
|order=2
|order=2
|introduced=3.0
|introduced=3.0
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|reference=References/Supply Request
|reference=References/Supply Request
}}
}}

== Overview ==

This flow describes how to add the products you request to a [[Concepts/Purchase Order|purchase order]] in Care. Each item records one product and the quantity you request.

== Pre-requisites ==

* You created a purchase order at the facility. See [[Flows/Create a purchase order|Create a purchase order]].
* The purchase order is not Completed, Abandoned, or Entered in Error.
* Someone added the product that you request to the product catalog. See [[Concepts/Product|Product]].
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Create Supply Request on Facility
| Lets you add items to a purchase order at the facility. Facility Admin, Admin, Staff, Doctor, and Nurse have this permission.
|}


== Steps ==
== Steps ==

# Open the location's purchase orders and select the Draft order.
=== 1. Open the purchase order ===
⚫
# Select '''Add Item'''.

# Select a product catalog entry and enter the requested quantity.
Open the purchase order that you want to add items to.
# Save the item and repeat for other products.

=== 2. Start a new item ===

⚫
Click '''Add Item'''.

{{Note|1=Care does not show '''Add Item''' when the purchase order is Completed, Abandoned, or Entered in Error.}}

=== 3. Enter the item details ===

Complete the item fields.

{| class="wikitable"
|-
! Components
! What it captures
|-
| Product
| The product that you request.
|-
| Quantity
| The quantity that you request for the product.
|}

=== 4. Add the remaining items ===

Repeat the previous steps for each product that you need on the purchase order.


== Expected Outcome ==
== Expected Outcome ==

Care lists the requested items on the purchase order. Each item identifies a catalog product and quantity, not a specific batch.
* The purchase order lists each item that you added.
* The detail page shows the requested quantity for each item.
* The detail page shows the dispatched quantity for each item.
* The detail page shows the remaining quantity for each item.


{{Navbox supply}}
{{Navbox supply}}